See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,979 | $138,044-76.1% | $125,339-73.7% | $134,475-75.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.23% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $995 | $5,243-81.0% | $4,814-79.3% | $4,740-79.0% |
| Participant deferral / active EE | $2,313 | $7,799-70.3% | $7,446-68.9% | $6,400-63.9% |
| Admin fee / account holder | $637 | $11,571-94.5% | $10,010-93.6% | $11,426-94.4% |